See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,780 | $71,883-75.3% | $86,677-79.5% | $68,494-74.0% |
| Participation rate | 89.7% | 72.2%+17.5pp | 76.6%+13.2pp | 67.9%+21.9pp |
| Annual return | -19.25% | 3.52%-22.8pp | 35.91%-55.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,437 | $2,173+12.2% | $2,836-14.1% | $2,596-6.1% |
| Participant deferral / active EE | $3,958 | $3,779+4.7% | $4,656-15.0% | $4,027-1.7% |
| Admin fee / account holder | $169 | $6,112-97.2% | $7,493-97.7% | $5,403-96.9% |